
Portman Ridge Finance (PTMN) Financial Statements
Price: $11.82
Market Cap: $108.72M
Avg Volume: 47.30K
Market Cap: $108.72M
Avg Volume: 47.30K
Country: US
Industry: Asset Management
Sector: Financial Services
Industry: Asset Management
Sector: Financial Services
Overview of Financial Statements
Financial statements are records that provide an overview of a company's financial performance and position. There are three main types of financial statements:
- Income Statement: Shows the company's revenue, expenses, and profit over a specific period.
- Balance Sheet: Provides a snapshot of the company's assets, liabilities, and equity at a specific point in time.
- Cash Flow Statement: Details the cash inflows and outflows from operating, investing, and financing activities over a period.
This page presents both annual and quarterly data for these financial statements. The charts below provide a visual representation of the key metrics from each statement, helping you to quickly understand the financial health of Portman Ridge Finance.
Income Statement
Breakdown | December 31, 2024 | December 31, 2023 | December 31, 2022 | December 31, 2021 | December 31, 2020 | December 31, 2019 | December 31, 2018 | December 31, 2017 | December 31, 2016 | December 31, 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Revenue | $46.90M | $58.40M | $54.24M | $38.75M | $37.46M | $606.93K | $304.42K | $17.09M | $7.73M | $39.32M |
Cost of Revenue | $- | $- | $17.84M | $18.21M | $10.82M | $4.21M | $- | $- | $- | $8.57M |
Gross Profit | $46.90M | $58.40M | $36.40M | $20.54M | $26.64M | $-3.60M | $304.42K | $17.09M | $7.73M | $30.75M |
Gross Profit Ratio | 100.00% | 100.00% | 67.11% | 53.01% | 71.11% | -593.27% | 100.00% | 100.00% | 100.00% | 78.20% |
Research and Development Expenses | $- | $- | $-1 | $0 | $1 | $-1 | $-1 | $0 | $-0 | $- |
General and Administrative Expenses | $3.65M | $4.34M | $8.55M | $9.45M | $6.60M | $8.34M | $5.67M | $5.01M | $4.50M | $5.77M |
Selling and Marketing Expenses | $- | $2.38M | $- | $- | $- | $- | $- | $- | $- | $- |
Selling General and Administrative Expenses | $3.65M | $6.72M | $8.55M | $9.45M | $6.60M | $8.34M | $5.67M | $5.01M | $4.50M | $5.77M |
Other Expenses | $- | $6.02M | $-23.10M | $1.83M | $-711.45K | $4.76M | $4.21M | $8.69M | $4.28M | $4.29M |
Operating Expenses | $3.65M | $12.74M | $8.55M | $11.28M | $5.89M | $13.11M | $9.88M | $13.71M | $8.77M | $10.06M |
Cost and Expenses | $3.65M | $12.74M | $40.72M | $11.28M | $5.89M | $13.11M | $9.88M | $13.71M | $8.77M | $10.06M |
Interest Income | $46.90M | $58.40M | $54.24M | $65.01M | $28.23M | $14.46M | $15.02M | $15.14M | $20.86M | $24.11M |
Interest Expense | $20.78M | $25.31M | $17.70M | $13.64M | $10.28M | $8.26M | $7.40M | $7.66M | $9.11M | $11.73M |
Depreciation and Amortization | $- | $-17.37M | $40.94M | $34.32M | $8.67M | $12.61M | $19.99M | $13.85M | $30.90M | $- |
EBITDA | $- | $36.69M | $46.80M | $41.51M | $31.57M | $- | $-2.17M | $21.36M | $8.07M | $-6.91M |
EBITDA Ratio | 0.00% | 62.82% | 86.29% | 107.11% | 84.28% | 0.00% | -712.20% | 124.99% | 104.36% | -17.56% |
Operating Income | $43.24M | $54.06M | $28.89M | $27.47M | $31.57M | $-12.50M | $-2.17M | $11.05M | $8.07M | $-6.91M |
Operating Income Ratio | 92.21% | 92.57% | 53.26% | 70.89% | 84.28% | -2059.54% | -712.20% | 64.64% | 104.36% | -17.56% |
Total Other Income Expenses Net | $-50.03M | $-43.09M | $-52.46M | $16.77M | $10.82M | $-10.77M | $-7.40M | $-582.59K | $- | $-11.73M |
Income Before Tax | $-6.79M | $10.97M | $-20.21M | $27.47M | $31.57M | $-12.50M | $-9.57M | $3.39M | $-1.04M | $-18.63M |
Income Before Tax Ratio | -14.47% | 18.78% | -37.26% | 70.89% | 84.28% | -2059.54% | -3144.15% | 19.82% | -13.44% | -47.39% |
Income Tax Expense | $-853.00K | $-414.00K | $786.00K | $1.44M | $-322 | $-10.77M | $-9.54T | $15.17M | $8.25M | $- |
Net Income | $-5.93M | $11.38M | $-21.00M | $26.03M | $31.57M | $-12.50M | $-9.57M | $3.39M | $-1.04M | $-18.63M |
Net Income Ratio | -12.66% | 19.49% | -38.71% | 67.16% | 84.28% | -2059.54% | -3144.15% | 19.82% | -13.44% | -47.39% |
EPS | $-0.64 | $1.20 | $-2.18 | $3.05 | $6.32 | $-3.32 | $-2.56 | $0.90 | $-0.28 | $-5.04 |
EPS Diluted | $-0.64 | $1.20 | $-2.18 | $3.05 | $6.32 | $-3.32 | $-2.56 | $0.90 | $-0.28 | $-5.04 |
Weighted Average Shares Outstanding | 9.27M | 9.51M | 9.63M | 8.54M | 5.00M | 3.76M | 3.74M | 3.72M | 3.71M | 3.70M |
Weighted Average Shares Outstanding Diluted | 9.27M | 9.51M | 9.63M | 8.54M | 5.00M | 3.76M | 3.74M | 3.72M | 3.71M | 3.70M |
SEC Filing | Source | Source | Source | Source | Source | Source | Source | Source | Source | Source |
Balance Sheet
Breakdown | December 31, 2024 | December 31, 2023 | December 31, 2022 | December 31, 2021 | December 31, 2020 | December 31, 2019 | December 31, 2018 | December 31, 2017 | December 31, 2016 | December 31, 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Cash and Cash Equivalents | $17.53M | $26.91M | $5.15M | $28.92M | $6.99M | $136.86K | $5.42M | $2.03M | $1.31M | $7.14M |
Short Term Investments | $- | $- | $483.70M | $- | $- | $4.21T | $44.76T | $77.30T | $366.47T | $409.57T |
Cash and Short Term Investments | $17.53M | $26.91M | $488.85M | $28.92M | $6.99M | $136.86K | $5.42M | $2.03M | $1.31M | $409.57T |
Net Receivables | $6.09M | $7.27M | $7.15M | $26.21M | $28.44M | $26.26M | $2.35M | $5.29M | $4.60M | $3.93M |
Inventory | $- | $- | $39.35M | $94.55M | $111.34M | $35.57M | $56.43M | $80.39T | $2.34T | $-407.76T |
Other Current Assets | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Total Current Assets | $23.62M | $34.18M | $495.07M | $55.13M | $35.43M | $26.40M | $7.77M | $80.39T | $2.34T | $1.81T |
Property Plant Equipment Net | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Goodwill | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Intangible Assets | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Goodwill and Intangible Assets | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Long Term Investments | $405.02M | $467.87M | $576.48M | $549.99M | $487.74M | $277.90M | $273.31M | $311.96M | $366.47M | $409.57M |
Tax Assets | $- | $- | $619.49M | $648.30M | $600.18M | $310.41M | $285.46M | $319.81M | $381.37M | $- |
Other Non-Current Assets | $-405.02M | $- | $-619.49M | $-648.30M | $-600.18M | $-310.41M | $-285.46M | $-319.81M | $-381.37M | $-409.57M |
Total Non-Current Assets | $405.02M | $467.87M | $576.48M | $549.99M | $487.74M | $277.90M | $273.31M | $311.96M | $366.47M | $409.57M |
Other Assets | $24.99M | $47.19M | $-452.06M | $43.18M | $77.01M | $6.08M | $4.39M | $-80.39T | $-2.34T | $-1.81T |
Total Assets | $453.63M | $549.24M | $619.49M | $648.30M | $600.18M | $310.37M | $285.46M | $319.81M | $381.37M | $425.24M |
Account Payables | $6.65M | $8.70M | $9.61M | $12.24M | $2.88M | $1.52M | $26.93M | $36.57M | $10.86M | $3.45M |
Short Term Debt | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Tax Payables | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Deferred Revenue | $- | $- | $-373.31M | $-334.95M | $-370.43M | $-152.34M | $-73.47M | $-64.85M | $-164.72M | $- |
Other Current Liabilities | $-6.65M | $4.61M | $-9.61M | $-12.24M | $-2.88M | $-1.52M | $-26.93M | $-36.57M | $-10.86M | $-3.45M |
Total Current Liabilities | $10.00M | $13.31M | $4.61M | $12.24M | $2.88M | $1.52M | $26.93M | $36.57M | $10.86M | $19.30T |
Long Term Debt | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Deferred Revenue Non-Current | $- | $335.72M | $387.36M | $368.18M | $383.91M | $158.21M | $127.44M | $138.00M | $186.45M | $- |
Deferred Tax Liabilities Non-Current | $- | $- | $-387.36M | $-20.99M | $-10.61M | $-4.35M | $-27.04M | $-36.59M | $-10.86M | $- |
Other Non-Current Liabilities | $- | $-335.72M | $- | $- | $- | $- | $- | $- | $- | $- |
Total Non-Current Liabilities | $- | $335.72M | $382.75M | $347.19M | $373.31M | $153.86M | $100.40M | $101.41M | $175.58M | $189.84T |
Other Liabilities | $275.14M | $-13.31M | $- | $8.75M | $7.73M | $2.79M | $115.83K | $25.08K | $54 | $-209.14T |
Total Liabilities | $275.14M | $335.72M | $387.36M | $368.18M | $383.91M | $158.18M | $127.44M | $138.00M | $186.45M | $209.14M |
Preferred Stock | $- | $- | $- | $- | $- | $- | $- | $52.34M | $55.73M | $124.59M |
Common Stock | $92.00K | $94.00K | $96.00K | $97.00K | $751.64K | $448.30K | $373.27K | $373.39K | $371.78K | $371.00K |
Retained Earnings | $- | $-504.41M | $-504.76M | $-453.07M | $-422.95M | $-299.60M | $-149.14M | $-9.99M | $-14.63M | $-21.64M |
Accumulated Other Comprehensive Income Loss | $- | $- | $232.12M | $280.12M | $216.26M | $152.20M | $158.02M | $-52.34M | $-55.73M | $-124.59M |
Other Total Stockholders Equity | $178.40M | $717.84M | $736.78M | $733.10M | $638.46M | $451.35M | $306.78M | $382.13M | $353.40M | $444.02M |
Total Stockholders Equity | $178.49M | $213.52M | $232.12M | $280.12M | $216.26M | $152.20M | $158.02M | $181.80M | $194.92M | $216.10M |
Total Equity | $178.49M | $464.36M | $572.30M | $558.97M | $506.67M | $296.75M | $204.34M | $203.88M | $331.97M | $216.10M |
Total Liabilities and Stockholders Equity | $453.63M | $549.24M | $619.49M | $648.30M | $600.18M | $310.37M | $285.46M | $319.81M | $381.37M | $425.24M |
Minority Interest | $- | $250.85M | $340.18M | $278.85M | $290.41M | $144.55M | $46.32M | $22.08M | $137.05M | $- |
Total Liabilities and Total Equity | $453.63M | $549.24M | $619.49M | $648.30M | $600.18M | $310.37M | $285.46M | $319.81M | $381.37M | $425.24M |
Total Investments | $405.02M | $467.87M | $576.48M | $549.99M | $487.74M | $277.90M | $273.31M | $311.96T | $366.47T | $409.57T |
Total Debt | $- | $322.41M | $373.31M | $347.19M | $373.31M | $153.86M | $100.40M | $101.41M | $175.58M | $205.14M |
Net Debt | $-17.53M | $-26.91M | $368.16M | $318.27M | $366.32M | $153.73M | $94.98M | $99.38M | $174.28M | $198.00M |
Cash Flow Statement
Breakdown | December 31, 2024 | December 31, 2023 | December 31, 2022 | December 31, 2021 | December 31, 2020 | December 31, 2019 | December 31, 2018 | December 31, 2017 | December 31, 2016 | December 31, 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Net Income | $- | $11.38M | $-21.00M | $26.03M | $31.57M | $-12.50M | $-9.57M | $3.39M | $-1.04M | $-18.63M |
Depreciation and Amortization | $-1.01M | $- | $17.91M | $8.44M | $-6.81B | $-165.04K | $893.75B | $-11.44T | $621.17B | $2.31T |
Deferred Income Tax | $- | $- | $- | $- | $- | $-258.94B | $-1.44T | $10.32T | $-2.16T | $4.23T |
Stock Based Compensation | $- | $- | $- | $- | $- | $258.94B | $548.20B | $1.13T | $1.54T | $- |
Change in Working Capital | $- | $-344.00K | $15.07M | $9.26M | $4.36M | $-46.21M | $-6.56M | $24.98M | $6.29M | $-18.11M |
Accounts Receivables | $573.00K | $217.00K | $18.80M | $4.91M | $-687.55M | $-24.42T | $2.99T | $-43.09B | $-2.95T | $-89.67B |
Inventory | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Accounts Payables | $-182.00K | $-146.00K | $-205.00K | $1.21M | $745.79M | $-1.70T | $1.24T | $303.43B | $-170.66B | $-5.87T |
Other Working Capital | $-2.92M | $-415.00K | $-3.52M | $3.13M | $-53.88M | $26.12T | $-4.23T | $-260.31B | $3.12T | $5.96T |
Other Non Cash Items | $57.64M | $109.86M | $-45.09M | $17.42M | $6.90B | $42.81M | $-6.60M | $-6.20M | $3.90M | $11.45M |
Net Cash Provided by Operating Activities | $56.63M | $120.90M | $-33.10M | $61.15M | $121.68M | $-16.06M | $24.15M | $89.11M | $51.54M | $37.19M |
Investments in Property Plant and Equipment | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Acquisitions Net | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Purchases of Investments | $-78.42M | $-48.19M | $-222.20M | $-280.56M | $-115.99B | $-100.85T | $-114.88T | $-277.37T | $-110.23T | $-23.00T |
Sales Maturities of Investments | $125.69M | $146.94M | $160.96M | $329.46M | $213.05B | $142.43T | $145.66T | $340.80T | $133.25T | $23.00T |
Other Investing Activities | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Net Cash Used for Investing Activities | $- | $98.76M | $-61.24M | $48.90M | $97.06B | $41.58T | $30.78T | $63.43T | $23.02T | $20.12M |
Debt Repayment | $-58.20M | $-52.48M | $25.73M | $-57.71M | $-32.61M | $25.82M | $-2.10M | $-79.27M | $-27.16M | $-38.72M |
Common Stock Issued | $- | $- | $378.00K | $4.02M | $571.84K | $15.55T | $60 | $1.40K | $60 | $1.81K |
Common Stock Repurchased | $-3.83M | $-4.36M | $-3.83M | $-1.83M | $-863.00K | $-15.55T | $-564 | $-93 | $-345 | $- |
Dividends Paid | $-25.26M | $-25.63M | $-23.55M | $-19.65M | $-10.55M | $-11.74M | $-14.67M | $-17.41M | $-21.43M | $-31.02M |
Other Financing Activities | $-951.00K | $- | $-836.00K | $-547.00K | $-432.09K | $-1.85M | $-86.74K | $-224.94K | $-247.93K | $19.13M |
Net Cash Used Provided by Financing Activities | $-88.25M | $-82.47M | $-2.11M | $-75.71M | $-43.88M | $11.84M | $-16.86M | $-96.91M | $-50.23M | $-38.41M |
Effect of Forex Changes on Cash | $- | $- | $61.24M | $-48.90M | $-97.06B | $-41.58T | $-30.78T | $-63.43T | $-23.02T | $- |
Net Change in Cash | $-31.61M | $38.43M | $-35.21M | $-14.56M | $77.80M | $-4.22M | $7.29M | $-7.80M | $-50.23M | $3.60T |
Cash at End of Period | $39.95M | $71.56M | $33.13M | $68.34M | $82.90M | $5.10M | $9.32M | $2.03M | $1.31M | $3.60T |
Cash at Beginning of Period | $71.56M | $33.13M | $68.34M | $82.90M | $5.10M | $9.32M | $2.03M | $9.84M | $51.54M | $1.22M |
Operating Cash Flow | $56.63M | $120.90M | $-33.10M | $61.15M | $121.68M | $-16.06M | $24.15M | $89.11M | $51.54M | $37.19M |
Capital Expenditure | $- | $- | $- | $- | $- | $- | $- | $- | $- | $- |
Free Cash Flow | $56.63M | $120.90M | $-33.10M | $61.15M | $121.68M | $-16.06M | $24.15M | $89.11M | $51.54M | $37.19M |